Conference call today at 4:30 PM ET may provide additional details. Monitor for analyst upgrades and potential partnership interest. Data readouts in H1 2027 are next catalyst.
Price Chart
Executive Summary
Erasca reported highly positive preliminary Phase 1 data for pan-RAS inhibitor ERAS-0015, showing 62% uORR in 2L+ KRAS G12X NSCLC (vs 38% for comparator RMC-6236) and 40% uORR in 2L PDAC (vs 29% comparator), with favorable safety. This is a major catalyst for the stock, potentially positioning ERAS-0015 as best-in-class.
Key Facts
- 62% uORR in 2L+ KRAS G12X NSCLC at PAD 16-32 mg QD vs 38% comparator
- 75% uORR in post-ICI/platinum 2/3L NSCLC at PAD vs 38% comparator
- 40% uORR in 2L KRAS G12X PDAC at PAD vs 29% comparator
- No DLTs, low-grade AEs, no discontinuations due to TRAEs
- RDE selected as 24-32 mg QD; monotherapy expansion and combo cohorts initiated
- Anticipated data disclosure narrowed to H1 2027
Financial Impact
Significant valuation increase expected; ERAS-0015 could address large NSCLC and PDAC markets if approved
Risk Factors
- Data are preliminary and based on small sample sizes; unconfirmed responses
- Cross-trial comparison limitations with RMC-6236
- Regulatory and clinical development risks; need to confirm durability
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3281996 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 24, 2026 5w ago | 8-K | $17.60 $15.55 | ▼ −11.65% | ▼ −12.96% | $14.94 (−15.09%) |
Aug 17, 2026 6w ago | 144 | $18.28 $16.16 | ▼ −11.60% | ▼ −10.07% | $14.94 (−18.24%) |
Aug 13, 2026 7w ago | Institutional Cluster | $17.86 $15.88 | ▼ −11.09% | ▼ −9.34% | $14.94 (−16.32%) |
Aug 12, 2026 7w ago | 3 | $17.86 $15.88 | ▼ −11.09% | ▼ −9.34% | $14.94 (−16.32%) |
Aug 11, 2026 7w ago | Press Release | $18.58 $16.03 | ▼ −13.72% | ▼ −11.83% | $14.94 (−19.56%) |
Jul 22, 2026 10w ago | Press Release | $19.51 $18.07 | ▲ +7.38% | ▲ +10.28% | $14.94 (+23.40%) |
Jul 14, 2026 11w ago | 8-K | $21.26 $18.58 | ▼ −12.61% | ▼ −14.95% | $14.94 (−29.70%) |
Jul 14, 2026 11w ago | 424B5 | $21.26 $18.58 | ▼ −12.61% | ▼ −14.95% | $14.94 (−29.70%) |
Jul 14, 2026 11w ago | Press Release | $19.50 $18.31 | ▲ +6.10% | ▲ +8.59% | $14.94 (+23.36%) |
Jul 13, 2026 11w ago | Press Release | $19.50 $18.31 | ▼ −6.10% | ▼ −8.59% | $14.94 (−23.36%) |
US Market Status
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